ESOP · DOL Form 5500 · 2024

Intellishop, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
27
Participants Small participant base
38th
Percentile by assets National rank
$146,934
Avg per participant Above avg balance/head
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Official DOL plan name: Intellishop Employee Stock Ownership Plan · Sponsored by Intellishop, Inc. · Ohio · Administrative & Support Services

$4M in assets, 27 participants

Intellishop, Inc.'s Intellishop Employee Stock Ownership Plan reported $4M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 38th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,669 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Intellishop Employee Stock Ownership Plan ranks #2,669 of 4,368 2024 filers by assets (727% of the sector average)-$4M for 27 participants.

#2,669
in Administrative & Support Services (4,368 peers)
-25.2%
assets change YoY

The plan reported a net loss of $450K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Intellishop Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Intellishop Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,967,214 38th percentile higher than 38% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Intellishop Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intellishop Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intellishop Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$450K in the plan year 2024 filing.
  • Intellishop Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Intellishop Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2023 filing to 27 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 933583273 · Intellishop, Inc. PY 2024 · ESOP

Intellishop Employee Stock Ownership Plan · $4M · 27 · 38th

  • SCH $4M
  • SCH 27
  • SCH 38th
  • SCH ESOP
  • SCH near Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan
  • SCH ind #2669

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Ohio →

Intellishop Employee Stock Ownership Plan in the asset neighbourhood

Intellishop Employee Stock Ownership PlanIntellishop Employee Stock O…$4MBenson's Heating and Air Conditioning, Inc. Employee Stock Ownership PlanBenson's Heating and Air Con…$4MAg Architecture, Inc. Employee Stock Ownership PlanAg Architecture, Inc. Employ…$4MVelocity Constructors, Inc. Employee Stock Ownership PlanVelocity Constructors, Inc. …$4MThriven Design Employee Stock Ownership PlanThriven Design Employee Stoc…$4M
End-of-year total assets ($M) among Intellishop Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$2M
Net Income-$450K
Employer EIN933583273
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intellishop, Inc.)

Sponsor-wide plan assets over time

All Intellishop, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.22873082287308% vs 2023
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 20232024 $5.31M $3.97M ▼ -25.2%
Year Plans Participants Total Assets
2023 1 29 $5M
2024 1 27 $4M

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Intellishop Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Intellishop Employee Stock Ownership Plan, Total assets ($B): 0.003967214 · Participants: 27Intellishop Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Intellishop Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Intellishop Employee Stock Ownership Plan side-by-side with 3 peers →

Intellishop Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in FL ($4M); by covered participants it is Semple Brown Design, P. C. Employee Stock Ownership Plan in CO (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Intellishop Employee Stock Ownership Plan assets move in 2024? ▼
Intellishop Employee Stock Ownership Plan declined sharply - down 25.2% during 2024, from $5M to $4M. Reported net income was -$450K.
How have Intellishop, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Intellishop, Inc.'s sponsor-wide assets declined 25.2%, from $5M to $4M.
Which ESOP plans are similar in size to Intellishop Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in FL ($4M, 60 participants).
Which ESOP plans cover a similar participant headcount to Intellishop Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Semple Brown Design, P. C. Employee Stock Ownership Plan in CO (27 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 933583273.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.